When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required
Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...
Phil Edmondson
almost 6 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Allow the input of unit cost details into Quotations
Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...
Guest
over 2 years ago
in New/Amend Quote
2
Idea Accepted - Gauging Support
Stock Item History BOM Build Record doesnt differentiate between Price and No Price records
Customers have asked if the BOM Build records could have a note against the BOM Build which is created once the build is completed with a cost price so they can easily differentiate between the lines with the unit cost without having to click into...
There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...
Guest
over 6 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Ability to search POP and SOP for orders that contain specific stock items.
It would save a lot of time navigating, currently you have to go to Stock Levels to find the SOP/ POP numbers then go to the other modules to find the detail that&s not held within Stock Levels eg order discounts, document date etc
Ability to filter Stock Item history to only show items that effect the nominal ledger
This allows the user to easily track physical stock received rather than dealing with stock movements that do not affect the quantity of stock held within the group. Limitation would be the filter would not necessarily show where the stock item is...
Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)
Robert Brailsford
almost 10 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Quotation - Prospect Account to Cash Account, loss of address information
When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...
Guest
almost 10 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
